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HomeMy WebLinkAbout07-30-15 (2) x_ I INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-14-0716 Linda L Gould Personal Representative(s)of the Estate of Louis E Smith deceased,depose(s)and say(s)that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death,and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that whichAppears in a memora dum at the end of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- Li da L Gould "'rrl ments herein are made subject to the penalties of 18 Pa.C.S.§4904 relating to unsworn falsification to k.W -�v rrir--- CO authorities. rte- CD Attorney-- (Name) Edmund G. Myers (Supreme Cqurt=l'D:°Illo.) 2 (Firm) JOHNSON DUFFIE == rr- r71 (Address) 301 MARKET STREET, Lemoyne, PA 17043 �" t—► ^rt (Telephone) (717) 761-4540 DATE OF DEATH LAST RESIDENCE 376 Lowther Street DECEDENT'S SOC.SEC.NO. 07/14/2014 Lemoyne, PA 17043 FIGURES MUST BE TOTALED Personal Property Cash............................................................................................... 226,910.76 PersonalProperty........................................................................ 4,867.00 Stocks/Listed................................................................................ 69,818.76 Stocks/Closely Held..................................................................... Bonds............................................................................................ MutualFunds................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... AllOther Property........................................................................ Total Personal Property........................................ 301,596.52 Total Real Property................................................ 110,000.00 Total Personal and Real Property........................ 411,596.52 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may at the election of the personal representative include the value of each item,but such figures should not be extended into the total of the Inventory.(See M Pa.C.S.§3301(b)) Form RW-09 Rev.10-13-2006 c INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-14-0716 DATE OF DEATH LAST RESIDENCE 376 Lowther Street DECEDENTS SOC.SEC.NO. 07/14/2014 Lemoyne, PA 17043 Cash American General Life Insurance Company-Life Insurance Policy No.3126115A. 10,160.17 Beneficiary: Estate of Louis Smith Commonwealth of PA/SERS Annuity Payment 1,734.96 Foremost Insurance-Refund of Homeowners Insurance 448.00 PNC Bank Certificate of Deposit Account No.21001019750, 20,020.82 PNC Bank Certificate of Deposit Account No.21001019752 5,003.97 PNC Bank Certificate of Deposit Account No.31000161319 20,027.80 PNC Bank Certificate of Deposit Account No.31100286131 20,033.41 PNC Bank Certificate of Deposit Account No.31200147330 7,013.17 PNC Bank Certificate of Deposit Account No.31400163426 5,005.72 PNC Bank Certificate of Deposit Account No.31400188386 20,036.80 PNC Bank Certificate of Deposit Account No.31700133019 10,022.09 PNC Bank Checking Account No.5140130811 11,475.56 PNC Bank Perfomace Money Market Account No.5030121658 39,203.60 Real Estate-376 Lowther Street, Lemoyne,Cumberland County, PA- 277.13 Reimbursements/Refunds of County($242.38)and School($34.75)Taxes. Santander CD Account No.2335129942- 5,000.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 411,596.52 y - INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTYOF Cumberland } SS File Number 21-14-0716 DATE OF DEATH LAST RESIDENCE 376 Lowther Street DECEDENTS SOC.SEC.NO. 07/1412014 Lemoyne, PA 17043 Santander CD Account No.2335129967 10,000.00 Santander CD Account No.2335130064 5,000.00 Santander CD Account No.2335130452 30,000.00 The Ecumenical Community Home-Refund on Account 5,774.48 U.S.Treasury-Refund on Decedent's 2014 Federal Individual Income Tax Return 268.00 Verizon-Refund on Account 109.52 Westfield Homeowners Insurance-Claim/Settlement for Damage to Roof 142.56 Westfield Homeowners Insurance-Refund 29.00 Westfield Insurance-Reimbursement of Homeowners Insurance 124.00 Total Cash 226,910.76 Personal Property Personal Property Sold at Auction 4,867.00 Total Personal Property 4,867.00 Stocks/Listed 792.0000 shares PNC Financial Services Group Inc-Com. '" 69,818.76 Total Stocks/Listed 69,818.76 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-14-0716 DATE OF DEATH LAST RESIDENCE 376 Lowther Street DECEDENTS SOC.SEC.NO. 07/14/2014 Lemovne, PA 17043 Real Estate Real Estate-376 Lowther Street, Lemoyne, Cumberland County, PA-Real Estate sold 110,000.00 on June 15,2015. Total Real Estate 110,000.00 -3-